Daniel Renner

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → Present
  U.S. Army
  Camp Blanding, FL
• 10/2016 → 05/2023
  T. Rowe Price
  Colorado Springs, CO
• 06/2023 → 09/2025
  Edward Jones
  St. Louis, MO
• 09/2025 → Present
  Sofi Securities Llc
  Jacksonville, FL
• 09/2025 → Present
  Sofi Wealth Llc
  Jacksonville, FL

Previous Registrations

• 2023-07-27 → 2025-10-22
  Edward Jones
  Jacksonville, FL
  Tempe, AZ
  Orange Park, FL
  St Louis, MO
• 2020-07-06 → 2023-05-25
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

Florida ARMY NATIONAL GUARD; NOT INVESTMENT RELATED; FT Camp Blanding,FL; MILITARY; SOLDIER; 8/21/21; MILITARY TRAINING U.S. Army National Guard Type of business: Military Starke, FL Start date: 7/15/2021 Sergeant Hours per week: 4 Hours during trading: 0 Military related activities

Exams

• S66 Uniform Combined State Law Examination
  2020-07-02
• S63 Uniform Securities Agent State Law Examination
  2016-12-07

Other Names

• Daniel Stephen Renner